Strategic Financial Concepts’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Strategic Financial Concepts’s Portfolio EMXC Stock Details EMXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$690K	Buy	+8,819	New	+$709K	0.17%	126
2025 Q4	–	Sell	-12,917	Closed	-$868K	–	160
2025 Q3	$868K	Buy	12,917 +62	+0.5%	+$4.01K	0.13%	91
2025 Q2	$812K	Buy	12,855 +1,553	+14%	+$90.4K	0.11%	102
2025 Q1	$623K	Buy	11,302 +953	+9%	+$53.5K	0.12%	170
2024 Q4	$574K	Sell	10,349 -2,102	-17%	-$123K	0.11%	168
2024 Q3	$761K	Sell	12,451 -703,008	-98%	-$42.2M	0.24%	83
2024 Q2	$12.2K	Buy	715,459 +701,257	+4,938%	+$40.4M	0.01%	389
2024 Q1	$818K	Buy	+14,202	New	+$790K	0.2%	118
2023 Q4	–	Sell	-15,949	Closed	-$795K	–	173
2023 Q3	$795K	Sell	15,949 -783	-5%	-$40.6K	0.27%	90
2023 Q2	$870K	Buy	16,732 +4,018	+32%	+$204K	0.32%	78
2023 Q1	$627K	Buy	+12,714	New	+$628K	0.25%	93

Other funds holding EMXC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Concepts's EMXC Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares MSCI Emerging Markets ex China ETF (EMXC) in Q1 2026: 8,819 shares worth $690K. The stake represents 0.17% of the portfolio and ranks #126 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in EMXC as recently as Q3 2025.

Strategic Financial Concepts first reported a position in EMXC in Q1 2023 and has held it in 11 quarters since. The position peaked at $870K in Q2 2023. 926 funds tracked by Wall St. Rank hold EMXC as of Q1 2026.

Strategic Financial Concepts held 8,819 shares of iShares MSCI Emerging Markets ex China ETF worth $690K as of Q1 2026.
iShares MSCI Emerging Markets ex China ETF was a new Strategic Financial Concepts position in Q1 2026.
iShares MSCI Emerging Markets ex China ETF made up 0.17% of Strategic Financial Concepts's portfolio in Q1 2026, its #126 holding.
Strategic Financial Concepts first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's iShares MSCI Emerging Markets ex China ETF position peaked at $870K in Q2 2023.
926 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.